- Johannesburg
- Salary: R17 000.00 - R18 000.00 Per Month
- Job Type: Permanent
- Sectors: Investment Finance Stockbroking
- Reference: JB4749
Vacancy Details
Employer: Kontak Recruitment
Wealth Planner (JB4749)
Bryanston, Johannesburg
R18 000 CTC per month plus lucrative commission
Permanent
We're looking for a motivated Wealth Planner to build strong client relationships, assess financial goals, and offer tailored investment solutions.
Success requires a solid grasp of financial markets, top-notch client service, and meeting sales targets.
Minimum Requirements:
Completed Bachelor’s degree in Finance (BCom) or a similar field.
Currently persuing CFA/CFP certification.
2 or more years solid experience as a Financial Planner or similar role.
FSCA experience and RE5 advantageous.
Key Responsibilities:
Cultivate and maintain relationships with new and exsiting clients.
Conducting thorough needs alanysis inorder to support clints in achieving thier financial goals.
Provide professional and consistent communication to manage client relationships.
Ensure allcompliance and integrity standards are met at all times.
Please do not apply using Scanned CVs, no supporting documentation is required at this point, this will be requested later.
IMPORTANT: We specialize in specific niche fields. Regret that we are unable to provide assistance for any fields outside of this scope. Fields can be viewed on our website.
Kontak Recruitment Disclaimer:
Equal opportunity: All backgrounds are welcomed, with no bias. All are considered based on requirements.
Job specifics: Requirements mirror advertisement, duties may adjust for client needs.
Fair process: Fair assessment, only shortlisted candidates contacted due to volume.
Privacy: Data processed as per Privacy Policy. By applying, you agree to data handling. We safeguard applicant info.
Candidate verification: Candidates selected by the client are verified. False info may disqualify or end employment via the client.
Offer clarity: Advert is not a binding offer. Written offers based on pre-employment conditions.
No direct link: Advert is not tied to Kontak Recruitment. We assist in the employment process ONLY.
Applicant Responsibility: Upon applying, confirmation of receipt for a specific advert is given. If no confirmation is received, you must verify with Kontak Recruitment.
Candidate Requirements
Completed Bachelor’s degree in Finance (BCom) or a similar field.
Currently persuing CFA/CFP certification.
2 or more years solid experience as a Financial Planner or similar role.
FSCA experience and RE5 advantageous.
7 people have applied for this job. 129 people have viewed this job.
About Kontak Recruitment
Kontak Recruitment is a Pastel Certified Recruiter which specializes in the recruitment of personnel on all career levels including the placement of temporary, contract as well as permanent staffing. We enjoy the personalized approach with regards to out candidates focusing on their needs and requirements as well as a personalized approach with our clients in delivering an excellent service.
Kontak Recruitment conducts business in an ethical and honest manner. We aim at building long term relationships that are to the mutual benefit of all parties. We offer a responsible and personalized service to clients and candidates. We encourage an employment environment that provides equal opportunities for all employees. All positions and applications remain confidential protecting the rights and interests of both the client and the candidates.
Our core focus is delivering a staffing solution in the niche fields of Pastel Consultants,finance as well as office support. As part of this service offering we include extensive reference and qualification checks as well as a criminal and credit check. Our focus is quality and we will present the most efficient and integrated ways of satisfying the skills need within the company.
Permanent staff placements – We strive to find the right fit and providing support to client and candidate during the first three months of the employment.
Temporary and Contract placements – We offer immediate access to staff on all levels on a flexible basis. Kontak Recruitment administers the payroll and all statutory returns.
Terms and Conditions Available on Request
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